Month: September 2023
How bonds’ structure and tax advantages can help you pass on wealth
Investment bonds offer several benefits that some investors may be missing out on, and have become even more beneficial due to recent changes in tax regulations.
Market Update: To yield or not to yield
US bond yields rose again, yet UK and European bond yields did not. We reflect on what this tells us about the prospects for growth, and both near and long term investing.
Market Update: Central bank hawks determined to defang inflation
The European Central Bank (ECB) raised rates yesterday, with the majority of its Governing Council members concerned that the inflation parasite may be alive for a while longer. Of course, parasites can continue to be robust while their host becomes pale and wan.
Market Update: Energy in focus – oil prices up and an ill wind for renewables
Markets have been generally quiet at the start of September but energy is again becoming an issue for equity and credit markets. Oil prices have risen since the start of the summer, with Brent crude having bounced along a bottom of $73 per barrel for the first half of 2023.
Market Update: Employment stats back in the lime light
Summer is officially over, but we are none the wiser regarding the direction of the economy. Or are we? Well, we quite likely are, but just a bit and not enough to know if next month’s equity markets will be higher or lower than right now. Indeed, we never actually know that with a high degree of certainty.